Seaview Investment Managers LLC Has $8.30 Million Holdings in Uber Technologies, Inc. $UBER

Seaview Investment Managers LLC trimmed its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 45.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 84,682 shares of the ride-sharing company’s stock after selling 69,396 shares during the quarter. Uber Technologies accounts for about 3.1% of Seaview Investment Managers LLC’s portfolio, making the stock its 14th largest position. Seaview Investment Managers LLC’s holdings in Uber Technologies were worth $8,296,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Kilter Group LLC acquired a new stake in Uber Technologies in the second quarter worth $26,000. Westend Capital Management LLC bought a new stake in Uber Technologies in the third quarter worth about $27,000. Trust Co. of Toledo NA OH bought a new stake in Uber Technologies in the 2nd quarter valued at about $30,000. Total Investment Management Inc. bought a new stake in shares of Uber Technologies during the 2nd quarter valued at $32,000. Finally, Pilgrim Partners Asia Pte Ltd purchased a new position in shares of Uber Technologies during the 3rd quarter valued at $34,000. 80.24% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts have commented on UBER shares. Canaccord Genuity Group set a $72.00 price target on shares of Uber Technologies in a research note on Thursday, February 5th. Citigroup cut their price target on shares of Uber Technologies from $120.00 to $110.00 and set a “buy” rating on the stock in a report on Friday, February 6th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Uber Technologies in a research note on Wednesday, January 7th. Needham & Company LLC reiterated a “buy” rating and set a $109.00 target price on shares of Uber Technologies in a report on Tuesday, February 3rd. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Uber Technologies in a research report on Thursday, December 18th. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $104.89.

Uber Technologies News Summary

Here are the key news stories impacting Uber Technologies this week:

• Positive Sentiment: Uber launched an AI “Cart Assistant” in Uber Eats that builds grocery baskets from text or images — a direct push into grocery delivery and a product that targets Instacart and expands monetizable services on the platform. Uber Eats launches AI cart assistant for grocery delivery
• Positive Sentiment: Uber agreed to acquire Getir’s Türkiye delivery business for $335M (plus further investment) — a low-cost way to scale delivery volumes and local market share in a region where Getir was a leader. Uber to buy delivery arm of Turkey’s Getir
• Positive Sentiment: Partnership with Baidu to add Apollo Go autonomous taxis to the Uber app in Dubai signals progress on AV deployment that could reduce driver costs and open new margin opportunities if scaled. Uber rolls out Baidu’s self-driving taxis for ride hailing in Dubai
• Neutral Sentiment: Broader AI investor interest (e.g., large allocations by prominent managers) supports sentiment for AI-enabled features, but the link to near-term revenue for Uber is indirect. 48% of Billionaire Bill Ackman’s Portfolio Is Invested in 3 AI Stocks
• Negative Sentiment: An analyst downgrade hit shares, creating selling pressure amid mixed Q4 results and guidance uncertainty. Uber Technologies (NYSE:UBER) Shares Down 1.1% on Analyst Downgrade
• Negative Sentiment: Uber suffered a trial loss that highlights exposure in assault/liability litigation, underscoring legal and reputational risks that can pressure costs and sentiment. Uber Trial Loss Shows Competing Liability Paths in Assault Suits
• Negative Sentiment: Recent Q4 results included an EPS miss and management set Q1 guidance — the EPS miss and conservative guidance are near-term negatives that keep analysts cautious despite strong revenue growth. Uber Technologies Earnings Call Highlights Profitable Growth

Insiders Place Their Bets

In related news, insider Tony West sold 3,125 shares of the company’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total value of $260,937.50. Following the transaction, the insider directly owned 176,584 shares of the company’s stock, valued at $14,744,764. This represents a 1.74% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. In the last quarter, insiders sold 9,375 shares of company stock worth $799,875. 3.70% of the stock is owned by insiders.

Uber Technologies Stock Down 0.6%

Shares of NYSE UBER opened at $73.47 on Wednesday. The company has a current ratio of 1.14, a quick ratio of 1.15 and a debt-to-equity ratio of 0.38. The firm’s 50-day moving average price is $82.53 and its 200-day moving average price is $89.46. The stock has a market capitalization of $152.66 billion, a price-to-earnings ratio of 15.60, a P/E/G ratio of 6.75 and a beta of 1.21. Uber Technologies, Inc. has a 12-month low of $60.63 and a 12-month high of $101.99.

Uber Technologies (NYSE:UBER) last issued its quarterly earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.08). The business had revenue of $14.37 billion for the quarter, compared to the consensus estimate of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.Uber Technologies’s revenue was up 20.1% on a year-over-year basis. During the same period in the prior year, the business posted $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, equities research analysts anticipate that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.

Uber Technologies Profile

Uber Technologies, Inc is a technology company that operates a global platform connecting riders, drivers, couriers, restaurants and shippers. Founded in 2009 by Garrett Camp and Travis Kalanick and headquartered in San Francisco, Uber developed one of the first large-scale ride-hailing marketplaces and has since expanded into a broader set of mobility and logistics services. The company completed its initial public offering in 2019 and continues to position its app-based network as a multi-modal transportation and delivery platform.

Uber’s principal businesses include mobility services (ride-hailing and shared rides), delivery through Uber Eats, and freight logistics via Uber Freight.